See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,530 | $104,106-63.0% | $71,086-45.8% | $135,375-71.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.88% | 1256.30%-1264.2pp | 650.59%-658.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,037 | $1,485+104.5% | $1,088+179.2% | $4,779-36.5% |
| Participant deferral / active EE | $4,121 | $2,527+63.1% | $1,874+119.8% | $5,609-26.5% |
| Admin fee / account holder | $339 | $4,142-91.8% | $3,082-89.0% | $10,827-96.9% |